POS vs Sales Orders — When to Use Which
POS vs Sales Orders — When to Use Which
CloudFFL gives you two ways to sell products: the Point of Sale and Sales Orders. They both record a sale, but they are designed for different situations.
Use the POS When...
- The customer is standing in front of you at the counter
- They are paying right now — cash or card on the spot
- The sale is simple and quick — pick an item, pay, done
- You are ringing up walk-in customers
Examples: A customer buys a box of 9mm ammo and a cleaning kit. Someone picks up a holster and pays cash. A walk-in buys a Sig P365 and pays with their credit card.
Use a Sales Order When...
- The customer is ordering by phone or email
- The order involves layaway or a deposit
- You need to ship or deliver the items
- The deal is complex — multiple steps, special pricing, approval needed
- You need to send a formal quotation before the customer commits
Examples: A police department orders 15 duty pistols with custom sights. A customer puts a rifle on layaway with a 50% deposit. A customer calls to order ammo for delivery.
Quick Reference
- Customer in the shop, paying now? → Use POS
- Phone/email order, ship later? → Use Sales Order
- Layaway or deposit? → Use Sales Order
- Walk-in, cash or card? → Use POS
Tip: When in doubt, ask yourself: "Is the customer here and paying right now?" If yes, use the POS. If no, use a Sales Order.
Important: Both methods update inventory automatically. Do not ring something up in the POS and also create a sales order for the same items — that would deduct stock twice.
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